Sentences with phrase «gift tax matters»

Efficient handling of sophisticated domestic, cross-border and international income and estate / gift tax matters, including multi-generation and multijurisdictional estate planning and trust / estate administration matters, international trust planning and restructuring transactions involving US income and transfer tax considerations, foreign trust law issues and international charitable entities.

She has been a CPA for 28 years and has over 20 years of experience in business valuation for estate and gift tax matters, marital dissolution and shareholder disputes.

Not exact matches

Grandparents (or anyone for that matter) can give up to $ 14,000 per year ($ 28,000 for married couples filing jointly) to any individual, without triggering the gift tax.

Stefanie's studies at NYU focus on estate, gift and income tax matters relating to wealth succession planning and family business ownership.

By accelerating use of the annual gift tax exclusion, a grandparent — as well as anyone, for that matter — could elect to use five years» worth of annual exclusions by making a single contribution of as much as $ 75,000 per beneficiary in 2018 (or a couple could contribute $ 150,000 in 2018), as long as no other contributions are made for that beneficiary for five years.

So imagine that all kinds of income is earned income including dividends from stocks, interest on fixed deposits, money found on the road, the diwali bonus from your employer, income tax refunds and for that matter even the money gifted from your grandmother.

Each gift — no matter how big or small - is tax - deductible, important and contributes to The Haven's overall goal towards ending pet homelessness in our community.

Tax Effective Giving Any donation, no matter how small or large, can qualify for tax relief under Gift Aid as long as the donor is a UK tax payTax Effective Giving Any donation, no matter how small or large, can qualify for tax relief under Gift Aid as long as the donor is a UK tax paytax relief under Gift Aid as long as the donor is a UK tax paytax payer.

Jamie also contributes to the Trusts & Estates group by providing assistance to clients on legal matters involving estate planning and administration, estate and gift tax planning, nonprofit law, and trust administration.

She regularly advises her clients across a breadth of private client matters, from estate planning to mitigate the incidence of inheritance tax to controlling the devolution of estates using lifetime gifts and trusts.

He advises clients on a broad range of basic and sophisticated estate planning strategies, estate and trust administration issues, probate, estate and trust dispute resolution matters, and the preparation of gift and estate tax returns.

He also handles all aspects of client financial, family and tax matters, including gift and tax planning, and corporate tax matters.

In the trust and estate administration area, our attorneys advise trustees, executors and beneficiaries on matters such as the interpretation of documents, tax issues (including the preparation of gift and estate tax returns), and disagreements between beneficiaries and fiduciaries.